D365 CE Administrator Black Belt Series

What is the D365 CE Administrator Black Belt Training Series?

This is a training series on Microsoft Dynamics 365 Customer Engagement (CE) for Administrators and Super-Users, to help them keep your system running at optimal performance. The series is designed to help you master the art of administering, configuring and adapting to D365 CE. Students will progress through a series of modules responding to questions along the way.

Why this training?

Who is the target audience?

CRM Administrators and Power Users

Prerequisites

Students must progress through the belts in order to receive Black Belt Certification.

Preparation

Online classroom access will be granted within 1 working day of registration. Once granted access, students will have 30 days to complete their class. Students can work at their own pace and access the materials 24x7 during that 30 day period.

Lessons List:

BLUE BELT

The Blue Belt course is the second introductory course for the Black Belt Series for administrators. This course includes the content in the lessons list, along with learning labs and assessment questions.

This course covers:

Dynamics 365 (CRM) security management and how to set up user rights for accessing appropriate data only

How to set up and manage various types of information audit features

Lessons List:

Security Concepts

Business Units

Security Roles Concept

Security Roles Application

Hierarchy Security Concept

Hierarchy Security Application

Ownership Teams

Access Teams

Auditing

PURPLE BELT

The Purple Belt course is the first intermediate course in the Black Belt Series for administrators. This course includes the content in the lessons list, along with learning labs and assessment questions.

This course covers:

Developing custom entities within the database and creating relationships with other data

Creating custom forms for generating workflows or reports

Creating Views, Charts, Dashboards and Reports for managing different types of information

Customizing the interface to match your company’s needs

Lessons List:

Advanced Form Configuration: Sub-grids and Charts

Advanced Form Configuration: Navigation Links and I-frames

Creating Custom Entities

Calculated and Roll Up Fields

Field Level Security

Working with Multiple Forms

Working with Charts, Dashboards, and Reports

Document Generation – Word & Excel

Working with Business Rules

Working with Business Process Flows

Custom Interface – Branding & Site Map Editor

BROWN BELT

The Brown Belt course is the second intermediate course in the Black Belt Series for administrators. This course includes the content in the lessons list, along with learning labs and assessment questions.

This course covers:

CRM data management techniques and how to maintain the integrity of your data